About the smallcase
A simple, low-cost strategy is to allocate 60% of the portfolio to equities and 40% to bonds.
The equity part of the portfolio is divided equally into large-caps and mid-caps. This is to provide a solid base with large caps to the portfolio but also provide an avenue for outperformance with mid-caps over the long run.
The bond allocation helps with managing market volatility and providing stability to the portfolio.
Read more
Blog Post
Read more about Static Asset Allocation
Methodology
Know how this smallcase was created
Factsheet
Download key points of this smallcase
Live Performance
Unlock all metrics

